In 2 simple steps, master the basics of your account
Step 1. Setting up your account
In this video we will show you how to invite the team, make sure everyone is getting the right enquiries and how to connect the other channels that you get enquiries from in your business.
In this setup video you will learn
How to get access to your account, set your password and login for the first time min 0:00 - 1:40
How to invite the team and make sure they are receiving the right enquiries and sending replies from their own email address. Jump to min 1:40
How to connect your Facebook and Instagram accounts so you can reply to incoming messages. Jump to min 5:38
How to get enquiries from the forms on your website into your account. Jump to min 7:20
How to setup email templates so you don't have to keep sending the same email over and over again. Jump to min 8:23
How to setup a drag and drop sales pipeline so you can track and report on your teams performance. Jump to min 10:43
Step 2. Replying to and tracking enquiries on daily basis
One of the many benefits of enquirybot is that....IT'S MORE THAN JUST A BOT!
We've developed a simple enquiry management system that's easy to use and easy to train so you and your team can reply and track enquiries with ease on a daily basis so that everyone in the team knows what's going on.
In this video you will learn
When an enquiry comes in, how do I receive it? min 0:00 - 45 seconds
How to reply to an enquiry from your inbox Jump to min 1:50
What happens when a customer replies back? Jump to min 4:23
How to use templates so you don't have to keep sending the same email over and over again. Jump to min 5:35
What a webform enquiry looks like when it comes in. Jump to min 6:15
What a Facebook or Instagram enquiry looks like when it comes in. Jump to min 7:00
How to add in a manual enquiry (like a walk in, or phone call for example). Jump to min 8:50
How to add notes and tasks so everyone knows what's going on. Jump to min 10:13
How to assign an enquiry to a specific member of the team. Jump to min 11:57
How to add in extra fields so you can add more information to an enquiry. Jump to min 12:22
How to link the products or services you sell to an enquiry. Jump to min 13:28
How to manage enquiries in a pipeline to keep track of what stage it is at during your sales process. Jump to min 14:15